BTWM
GD icon

Baker Tilly Wealth Management’s General Dynamics GD Stock Holding History

Baker Tilly Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,071
Closed -$311K – 253
2024
Q2 		$311K Sell
1,071
-3,879
-78% -$1.14M 0.13% 193
2024
Q1 		$1.4M Sell
4,950
-234
-5% -$62.6K 0.25% 91
2023
Q4 		$1.35M Sell
5,184
-214
-4% -$52.2K 0.22% 105
2023
Q3 		$1.19M Sell
5,398
-1,558
-22% -$345K 0.2% 109
2023
Q2 		$1.5M Sell
6,956
-171
-2% -$36.9K 0.16% 141
2023
Q1 		$1.63M Buy
7,127
+332
+5% +$76.7K 0.18% 119
2022
Q4 		$1.69M Sell
6,795
-713
-9% -$174K 0.21% 116
2022
Q3 		$1.59M Buy
7,508
+91
+1% +$20.6K 0.22% 97
2022
Q2 		$1.64M Buy
7,417
+301
+4% +$69.3K 0.22% 101
2022
Q1 		$1.72M Buy
7,116
+8
+0.1% +$1.78K 0.19% 108
2021
Q4 		$1.48M Buy
7,108
+663
+10% +$134K 0.16% 134
2021
Q3 		$1.26M Buy
6,445
+593
+10% +$116K 0.17% 125
2021
Q2 		$1.1M Buy
5,852
+379
+7% +$71.5K 0.18% 131
2021
Q1 		$994K Buy
5,473
+1,702
+45% +$278K 0.2% 116
2020
Q4 		$561K Buy
+3,771
New +$551K 0.17% 135

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return